Review prerequisites, step-by-step installation, and configuration tips

If you are in the process of onboarding, please make sure you have gone through and considered or completed these two steps:

Authorize Chime V5 Teams App in Microsoft Teams Admin Center >>

Steps to Customize (Apply Branding) Teams App in Teams Admin >>

Update the Install Welcome Message in Chime >>

Once you are ready to start deploying the Chime V5 app either for your small pilot testing or when pushing to it to your organization, this guide will help to lay out the steps to follow to get the app pushed as well as cover some of the customization options to consider before pushing to groups of users.

Teams Admin configures user group permissions

Navigate to Permission Policies in the Teams Admin Center. You will now need to configure policies to allow the Chime V5 Teams app to only to be accessible for your Org.

• If you had previously set up the App permission policy to apply to a specific user group, you will need to update it to be org-wide. For a guide on how to do that, see this Guide on Approving Chime V5 app for your Org.

Additionally, you may want to automatically install and pin the Chime V5 app in the Teams client for users in the pilot. To do this you would want to update the app setup policies in the Setup Policies tab of Teams Admin Center.

• Navigate to Setup Policies.

• Click on the Global (Org-wide default) setting

• Under the Installed apps section, click on + Add apps and search for Chime V5 and select it.

• Click Add. Verify that the Chime V5 app appears in the list of installed apps.

• Click Save.

If you want the Chime V5 app to appear on the left-side menu for users, we will also want to pin the app.

• Under the Pinned apps section, click on + Add apps and search for Chime V5 and select it.

• Click Add. Verify that the Chime V5 app appears in the list of pinned apps.

• Rearrange the order of the pinned apps to suit where you want the app to show up.

• Click Save.

Additional note on updating Teams apps:

• If you have made any branding/styling changes to the Chime V5 Teams app during this process some users may see the old version of the app name or an old/broken app icon in their Teams client.

• This can typically be fixed by having the user logging out of Teams and logging back in. If that doesn’t work, the user can go in and manually clear the cache in teams following this Microsoft guide: Clear the Teams client cache >>

Here is some additional documentation from Microsoft on managing permission policies and setup policies:

Use app permission policies to control user access to apps

Use app setup policies to pin and auto install apps for users